The Recession Plot Thickens ft. Mikael Sarwe

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 24 September 2023

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

In the second installment of our Crash or Boom series, Andreas Steno Larsen welcomes Mikael Sarwe, head of equity strategy and quant at Nordea, for an in-depth exploration of recessionary risks in the U.S., Europe, and China. Are financial markets pricing these risks correctly? And, how should investors think about asset allocation in this economic environment? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Only murders in the building is back on Disney Plus.
0:03.0	What does it mean?
0:04.0	Murder?
0:05.0	Yeah, murder.
0:06.0	Featuring Steve Martin, Martin Short,
0:08.0	Selling the Gomez, Paul Rudd and Meryl Streep.
0:10.0	Look at this cast. They're all killers.
0:13.0	The evening standard has called it the best comedy series
0:15.0	of the decade so far.
0:16.0	This is so exciting.
0:18.0	I'm honored to work with you.
0:19.0	Just don't update me.
0:20.0	And five stars has heat in the Guardian.
0:22.0	We're onto something here.
0:23.0	Only murders in the building.
0:24.0	New season now streaming exclusively on Disney Plus.
0:27.0	18 plus subscription requirements and see supply.
0:58.0	Hi, everyone. Welcome to the second installment of our special series.
1:09.0	Crash or boom.
1:10.0	How to profit from what's coming.
1:12.0	So while kick things off with his overview of what he expects over the next eight to ten months.
1:18.0	And not surprisingly, he's bullish.
	...

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